Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Charitable Giving
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Small Business
  • Saving for Education
  • Wealth Preservation Strategies

Awards & recognition

  • Capstone Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Capstone Wealth Advisors, Ameriprise Client Experience Award, 2022, 2023

Community participation

Hilliard Baseball Association Coach - Johnny Dawson